Operations · 3 min read
A simple booking setup checklist
The information to prepare before you connect a customer-facing booking channel.
Published 8 September 2026 · by the ChatBooker team
Start with the facts
Write down your business name, timezone, services, durations and the hours customers can book. Keep service names short enough for a customer to recognise in a message.
Choose the calendar path
Use the native calendar for the account-free path, or connect Google Calendar and confirm the right calendar before testing.
Test before launch
Send a realistic question, ask for a time outside your hours, and try a reschedule. Check that the answers match your settings and that a person can take over when needed.
This checklist does not replace provider verification. WhatsApp sender approval remains a separate step.
Ready to test the setup?
Configure a booking conversation for your business.
Set up your profile, services, hours and calendar, then test the flow.
Create an account →